Using the Quick Tasks Menu

The Quick Tasks menu was added in Version 10 and is a customizable shortcut menu located along the left side of the PowerChurch Plus workspace. You can use this to create groups of shortcuts to things you do most frequently in the program. This article will walk you through the basics of customizing your Quick Tasks menu, and use the Year-End Checklist as an example of a new group of shortcuts to use.

If your Quick Tasks menu is in view, simply click the Customize button at the bottom to get started. If you don't see the Quick Tasks menu, go to Window > Quick Tasks, then click the Customize button at the bottom.

At the top left is a check box labeled "Start Quick Tasks when PowerChurch Plus starts". If this box is checked, then the Quick Tasks menu will automatically be opened and displayed when you start PowerChurch Plus.

Along the right side of this window, there are two list boxes. At the top is a list of "groups" and the one below shows the shortcuts that have been saved in the selected group. You can reorder the groups and shortcuts within the groups by clicking and dragging the gray boxes to the left of the list items.

To the left of the list of groups, you will find the Add, Delete and Edit buttons. These buttons are used to customize the list of defined task groups. To the left of the list of task shortcuts are Add and Delete buttons used to customize the list of task shortcuts in the selected group.

To add a new group, in this example the "Year End Tasks" group, click the Add New Task Group button. Enter "Year End Tasks" in the Description field, then click OK. You will see the new group at the bottom of the list of groups. To add a new task item to this group, we will need to examine the controls at the far left of the screen. In the Available Modules drop-down list, select which module your task is in. For this example, we will choose Contributions. In the Available Items box, choose Reports. This will change the list below to show a list of Contributions reports. Here, choose All Contribution Statements, then click the Add Item button. You will see the new item appear in the Tasks For Above Group list to the right. Repeat this process through each of the items on your checklist.

Below is a video on our YouTube page walking through the basic operation of the Quick Tasks menu: